Mark Sheptoff Financial Planning, LLC Dimensional ETF Tr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 770 shares of DFAU stock, worth $35,381. This represents 0.02% of its overall portfolio holdings.

Number of Shares
770
Previous 770 -0.0%
Holding current value
$35,381
Previous $32,000 9.38%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$32.59 - $36.54 $7,169 - $8,038
220 Added 40.0%
770 $28,000
Q2 2022

Aug 11, 2022
BUY
$25.69 - $31.79 $14,129 - $17,484
550 New
550 $15,000

Others Institutions Holding DFAU

# of Institutions
550
Shares Held
150M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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